Mobix Labs (MOBX)
RF systems, engineering services, optical connectivity and filtered interconnects for high-reliability programs.
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Provides wireless systems, engineering services and EMI-filtered interconnects for high-reliability applications, alongside active optical connectivity. Revenue combines product sales with contracted design work, and the business operates as one consolidated segment with a U.S.-centric customer base.
Designs radio-frequency and millimeter-wave wireless systems, engineering services, active optical cables and engines, and electromagnetic-interference-filtered interconnects. Wireless Systems Solutions spans communications, sensing and detection, and microelectronics; Interconnect Products includes filter inserts, connectors and custom filtering modules for aerospace, military, defense and medical equipment.
Combines internal semiconductor and RF know-how with interconnect manufacturing, outsourced semiconductor production, and contracted wireless design and manufacturing work. Products and engineering/design services are sold primarily to U.S. customers. Access to some defense, aerospace and healthcare programs depends on approved-vendor qualification, while activity can vary with customer program and shipment schedules.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.1M · Total debt $7.3M · Total assets $34.9M · Shareholders' equity $6.2M
- Revenue
- $789.0K
- Operating income
- −$7.4M
- Net income
- −$16.8M
No dividends on record.
| Institutions | 8.12% | 1.38M shares | |
|---|---|---|---|
| 24 holders · as of Jun 30, 2026 | |||
| Insiders | 10.28% | 1.74M shares | |
| 10 holders · as of Aug 25, 2026 | |||
| Other | 81.60% | 13.85M shares | |
| remainder | |||
16.97M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (16.97M in the company's Sep 22, 2026 report, 6.61M elsewhere); stakes use the report.
A stock split fell inside the quarter, so quarter-on-quarter changes are not shown.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
James J. PetersonInsiderdirector | 2.85% | 484,049 A | filed Aug 25, 2026 |
Vanguard Capital Management LLCInstitution | 2.70% | 459,158 A | as of Jun 30, 2026 |
Keyvan SaminiInsiderdirector, officer: President, CFO & Director | 1.63% | 184,667 A · 91,503 B | filed Aug 25, 2026 |
Fabrizio BattagliaInsiderdirector, officer: Chief Executive Officer | 1.50% | 255,000 A | filed May 7, 2025 |
Frederick C. GoernerInsiderdirector | 1.22% | 207,456 A | filed Aug 25, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 16, 2026 | Philip Sansone | director, officer: Chief Executive Officer | −9,301 | $1.87 |
| Jun 12, 2026 | Keyvan Samini | director, officer: President, CFO & Director | −112,110 | $1.98 |
| Jun 11, 2026 | Keyvan Samini | director, officer: President, CFO & Director | −3 | $2.14 |
| Apr 30, 2026 | Philip Sansone | director, officer: Chief Executive Officer | −9,541 | $2.35 |
| Feb 2, 2026 | Philip Sansone | director, officer: Chief Executive Officer | −87,025 | $0.1880 |
- Amphenol
Broadest overlap in high-reliability and high-speed connectivity.
- TE Connectivity
Large qualified connector supplier for harsh-environment equipment.
- Qualcomm
Scale RF rival in 5G radio and modem-to-antenna designs.
- Qorvo
Direct RF-front-end and mmWave component competitor.
- NXP Semiconductors
Radar and RF-connectivity competitor in embedded systems.
- Analog Devices
High-performance RF signal-chain rival for sensing systems.
- Skyworks Solutions
RF-front-end supplier for 5G wireless design wins.
- ITT
Specialty connector rival in aerospace, defense and medical markets.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Mobix Labs | $0.8580 | −6.74% | $6.1M | — | — | 1.1 | −66.4% |
| Amphenol | $82.47 | +2.17% | $199.05B | 40.4 | 28.1 | 6.9 | +55.0% |
| TE Connectivity | $212.21 | +1.05% | $60.89B | 20.6 | 16.9 | 3.2 | +13.8% |
| Qualcomm | $195.99 | +0.91% | $203.94B | 22.2 | 21.1 | 4.6 | −4.0% |
| Qorvo | $117.76 | +0.47% | $10.34B | 27.2 | 15.1 | 2.8 | −4.2% |
| NXP Semiconductors | $235.07 | +1.14% | $58.61B | 19.8 | 14.0 | 4.4 | +19.5% |
| Analog Devices | $387.20 | +1.10% | $186.55B | 45.4 | 24.1 | 13.4 | +39.6% |
| Skyworks Solutions | $89.37 | +0.70% | $13.35B | 46.0 | 18.7 | 3.3 | −3.1% |
| ITT | $208.96 | +1.59% | $18.39B | 40.3 | 23.7 | 3.9 | +51.5% |
| Median | 33.8 | 19.9 | 4.2 | +16.6% |